Sr. Financial Analyst

New American Funding

32d•$95,000 - $120,000•Remote

About The Position

The Sr. Financial Analyst is a key business partner to our Enterprise Portfolio Strategy department. In this role, you will provide financial insights and analysis to support the evaluation, execution, and tracking of business initiatives. You will be responsible for assessing the financial viability of new ideas, ensuring a clear return on investment (ROI), and helping to shape the future of NAF's corporate project portfolio.

Requirements

High work ethics as well as high level of confidentiality to ensure proper handling of sensitive information
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5+ years of experience in the mortgage industry is required.
5+ years of experience in corporate finance or financial planning and analysis (FP&A) role.
Proven experience in financial modeling, ROI analysis, and cost-benefit analysis.
Understanding of accounting principles, including capitalization and R&D tax credits.
Excellent analytical and problem-solving skills with high attention to detail.
Strong communication and interpersonal skills, with the ability to partner effectively with cross-functional teams.
Self-starter with the ability to work independently in a fast-paced environment
Must be able to verify identity and employment eligibility to work in the U.S.

Nice To Haves

Experience working directly with product development or portfolio management teams.
Familiarity with project management and agile development methodologies.

Responsibilities

Work with internal stakeholders to determine the projected cost to execute on new ideas, including vendor costs, headcount, and other capital or operational expenses.
Work with portfolio managers and initiative owners to track benefits realization and explain variances between expected and actual financial outcomes.
Conduct financial analysis to support the development of realistic financial benefit projections and ROI calculations.
Provide guidance to stakeholders on financial modeling and the key drivers of profitability.
Collaborate with the third-party vendor management team to assess vendor costs and contract terms.
Track the financial performance of new initiatives post-launch to ensure they are meeting or exceeding expectations.
Develop and maintain reports to provide leadership with visibility into the financial progress of the enterprise portfolio.
Assist in identifying research and development (R&D) tax credits for qualifying projects.
Manage the financial capitalization process for new initiatives in accordance with accounting standards.
Other Duties as assigned.